OFA
Oak Family Advisors Portfolio holdings
AUM
$308M
1-Year Est. Return
19.31%
1 Year Est. Return
+19.31%
AUM
$308M
AUM Growth
+$32.1M
(+12%)
Holding
105
Top Buys
| 1 | +$6M | |
| 2 | +$5.18M | |
| 3 | +$5.14M | |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$4.29M |
| 5 |
Eaton Vance Total Return Bond ETF
EVTR
|
+$3.32M |
Top Sells
| 1 | +$4.12M | |
| 2 | +$3.85M | |
| 3 | +$3.31M | |
| 4 |
Newmont
NEM
|
+$2.65M |
| 5 |
TSMC
TSM
|
+$2.62M |
Sector Composition
| 1 | Technology | 21.96% |
| 2 | Industrials | 11.64% |
| 3 | Healthcare | 10.85% |
| 4 | Financials | 6.25% |
| 5 | Communication Services | 6.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Tesla
TSLA
$1.42T
| $50.3K | 0.01% |
113
-5
|
|
||
102
Franklin FTSE India ETF
FLIN
$2.6B
| – | – |
-24,035
|
|
||
103
iShares Expanded Tech-Software Sector ETF
IGV
$8.27B
| – | – |
-1,580
|
|
||
104
iShares MSCI India ETF
INDA
$9.47B
| – | – |
-31,714
|
|
||
105
Vanguard Growth ETF
VUG
$202B
| – | – |
-480
|
|